04年中国电信产业市场分析报告-19页电子书简介
Scenarios and implications of change for infrastructure sales
4 > 2
China Mobile + CNC, China Telecom + Unicom
• Mobile Infrastructure: Strongly negative, especially short term, slightly
positive for FWB, integration products
• PHS Infrastructure: Strong positive, CNC/CT to continue aggressive rollout
• Fixed Infrastructure: Neutral, slightly positive
6 > 3
CM + ChinaSat, CT + China Railcom, Unicom + CNC
• Mobile Infrastructure: Negative, slightly positive for FWB
• PHS Infrastructure: Positive for CNC, negative for CT
• Fixed Infrastructure: Neutral, slightly positive
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